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iShares 1-5 Year Investment Grade Corporate Bond ETF

876 hedge funds and large institutions have $15.2B invested in iShares 1-5 Year Investment Grade Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 306 increasing their positions, 356 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 62

1% less funds holding

Funds holding: 887876 (-11)

1.28% less ownership

Funds ownership: 75.83%74.55% (-1.3%)

4% less funds holding in top 10

Funds holding in top 10: 7673 (-3)

5% less capital invested

Capital invested by funds: $16B → $15.2B (-$845M)

14% less repeat investments, than reductions

Existing positions increased: 306 | Existing positions reduced: 356

Holders
876
Holders Change
-11
Holders Change %
-1.24%
% of All Funds
12.65%
Holding in Top 10
73
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.95%
% of All Funds
1.05%
New
62
Increased
306
Reduced
356
Closed
62
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Squarepoint
501
Squarepoint
New York
$822K -$275K -5,382 -25%
FPCG
502
Forum Private Client Group
Indiana
$821K -$208K -4,083 -20%
MPWT
503
MassMutual Private Wealth & Trust
Connecticut
$819K -$766K -15,018 -48%
GFWA
504
Grey Fox Wealth Advisors
Delaware
$810K -$1.12K -22 -0.1%
NGA
505
Naples Global Advisors
Florida
$802K -$9.95K -195 -1%
CCMINC
506
Cardinal Capital Management Inc (North Carolina)
North Carolina
$786K
BPC
507
Banque Pictet & Cie
Switzerland
$784K +$15.3K +300 +2%
HI
508
Harbour Investments
Wisconsin
$783K -$21.8K -427 -3%
GS
509
GTS Securities
New York
$772K +$769K +15,075 New
VP
510
Verum Partners
North Carolina
$764K -$86.3K -1,691 -10%
PHS
511
Pekin Hardy Strauss
Illinois
$757K -$12.8K -250 -2%
TA
512
TFB Advisors
Kansas
$756K -$181K -3,543 -19%
BFA
513
Beaumont Financial Advisors
Massachusetts
$748K -$6.99K -137 -0.9%
SAM
514
Smartleaf Asset Management
Massachusetts
$740K -$58.2K -1,140 -7%
KPWS
515
Kestra Private Wealth Services
Texas
$739K +$147K +2,891 +25%
PA
516
Probity Advisors
Texas
$735K -$488K -9,576 -40%
VCA
517
Verdence Capital Advisors
Maryland
$732K -$62.5K -1,225 -8%
SAI
518
Savvy Advisors Inc
New York
$728K -$14.8K -290 -2%
GC
519
GFG Capital
Florida
$727K
SFG
520
Sunburst Financial Group
Alabama
$720K
CB
521
Commerce Bank
Missouri
$718K +$118K +2,320 +20%
KTA
522
Keeley-Teton Advisors
Illinois
$710K -$68.6K -1,345 -9%
SFFS
523
Stonehage Fleming Financial Services
Jersey
$710K +$706K +13,848 New
FPFS
524
First Personal Financial Services
North Carolina
$708K +$18.4K +360 +3%
SWP
525
Stratos Wealth Partners
Ohio
$704K +$30.5K +598 +5%

IGSB Hedge Fund Activity: Q2 2024 in Review

876 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) for Q2 2024, worth a combined $15.2B — down 5.3% from $16B a quarter earlier.

Fund positioning in IGSB was balanced in Q2 2024: 62 funds opened new positions, 62 closed out, 306 added to existing stakes and 356 trimmed.

The largest buyer was BlackRock, adding an estimated $266M. The largest seller was Dai-ichi Life Insurance Company, exiting entirely with an estimated $419M sold.

  • 876 institutional investors held iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) as of Q2 2024, down from 887 in Q1 2024.
  • Funds reported $15.2B of iShares 1-5 Year Investment Grade Corporate Bond ETF stock for Q2 2024, down 5.3% quarter-over-quarter.
  • 62 funds opened new iShares 1-5 Year Investment Grade Corporate Bond ETF positions in Q2 2024 and 62 closed out, a net change of 0 holders.
  • The largest iShares 1-5 Year Investment Grade Corporate Bond ETF buyer in Q2 2024 was BlackRock, an estimated $266M added.
  • The largest iShares 1-5 Year Investment Grade Corporate Bond ETF seller in Q2 2024 was Dai-ichi Life Insurance Company, an estimated $419M sold.

Based on aggregated 13F filings for Q2 2024.